Theodore Heuchling (CRD# 2108803) is an Investment Advisor Representative working at Portfolio Logix, LLC in Missoula, MT and has over 33 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Logix, LLC | Missoula, MT | Nov 2019 - Current | 4 |
| Portfolio Logix, LLC | Missoula, MT | Nov 2019 - Current | 4 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Oct 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
- MT
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Total Assets Under Management30MILLIONS
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Total Number of Accounts225ACCOUNTS
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Average Account Value$131,882
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
ID, MT
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